5 дней назад
Trust Operations Supervisor (Asset Maintenance)
68 000 - 97 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Operations Supervisor (Asset Maintenance) (Financial Services): Supervising securities processing, asset servicing, and trust accounting activities with an accent on transaction accuracy, quality control, regulatory compliance, and client service. Focus on approving securities and cash transactions, resolving complex escalations, coaching operations staff, and reducing operational risk across high-net-worth and alternative investment accounts.
Location: Fully onsite at 1801 California Street, Suite 800, Denver, Colorado 80202, United States
Salary: $68,000–$97,000 per year, with possible performance-based incentive compensation.
Company
provides banking and financial services, including trust operations and asset servicing.
What you will do
- Supervise daily transactional and account-processing activities across multiple asset and client types.
- Review and approve securities transactions and specified mid-tier cash transactions in the trust accounting system.
- Monitor quality control, documentation, deadlines, client contact, and regulatory risk across team processes.
- Resolve escalated client issues and complex transactions involving regulatory sensitivity and elevated operational risk.
- Coach, mentor, train, schedule, and evaluate team members, including supporting hiring and performance management.
- Partner with managers, Sales, Relationship Management, and other internal stakeholders on procedures, projects, and high-net-worth account initiatives.
Requirements
- Bachelor’s degree in a related field or equivalent financial services experience.
- At least 5 years of experience in financial services, securities processing, or asset servicing.
- At least 1–2 years of leadership experience managing a financial services team.
- Knowledge of financial services products, compliance requirements, quality control, client service, and complex operational processes.
- Strong organizational, communication, problem-solving, judgment, and multitasking skills.
- Experience with Windows and Microsoft Office in a high-volume, deadline-driven office environment.
Nice to have
- At least 5 years of alternative investment experience.
- Certified IRA Services Professional (CISP) certification.
- Self Directed IRA Industry Professional (SDIP) certification.
Culture & Benefits
- Full-time employment with comprehensive healthcare, dental, and vision coverage.
- 401(k) retirement plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life, disability, mental health, identity theft, legal, auto, home, and pet insurance options.
- Tuition assistance, employee assistance resources, and access to an online discount marketplace.
- Benefit eligibility begins the first day of the month following hire for associates scheduled to work at least 30 hours per week.
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